Capasso Planning Partners’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Capasso Planning Partners’s Portfolio COWZ Stock Details COWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$320K	Sell	5,142 -136	-3%	-$8.59K	0.16%	67
2026 Q1	$330K	Sell	5,278 -995	-16%	-$62.5K	0.18%	60
2025 Q4	$377K	Sell	6,273 -3,561	-36%	-$209K	0.21%	55
2025 Q3	$565K	Sell	9,834 -4,142	-30%	-$235K	0.35%	40
2025 Q2	$770K	Sell	13,976 -10,217	-42%	-$541K	0.44%	39
2025 Q1	$1.32M	Sell	24,193 -8,025	-25%	-$457K	0.55%	35
2024 Q4	$1.82M	Sell	32,218 -15,348	-32%	-$900K	0.73%	28
2024 Q3	$2.75M	Sell	47,566 -13,361	-22%	-$749K	0.81%	21
2024 Q2	$3.32M	Buy	+60,927	New	+$3.38M	1.08%	18

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Capasso Planning Partners's COWZ Position: Q2 2026 in Review

Capasso Planning Partners reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 2.6% in Q2 2026, selling an estimated $8.59K and leaving 5,142 shares worth $320K. The position accounts for 0.16% of the portfolio, ranked #67.

Capasso Planning Partners first reported a position in COWZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.32M in Q2 2024. 862 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Capasso Planning Partners held 5,142 shares of Pacer US Cash Cows 100 ETF worth $320K as of Q2 2026.
Capasso Planning Partners sold 136 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $8.59K.
Pacer US Cash Cows 100 ETF made up 0.16% of Capasso Planning Partners's portfolio in Q2 2026, its #67 holding.
Capasso Planning Partners first reported a position in Pacer US Cash Cows 100 ETF in Q2 2024 and has held it in 9 quarters since.
Capasso Planning Partners's Pacer US Cash Cows 100 ETF position peaked at $3.32M in Q2 2024.
862 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.